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Create a Category

1

Create Category

On the Dashboard click Menu > Categories > Create Category
2

Complete the following fields and click Save

Enable on Point of Sale: If yes, the category will be displayed on the POS.Enable on Mobile: If yes, the category will be available for order on the Order App and Order Website .Enable on Kiosk: If yes, the category will be available for order when the POS is in kiosk mode.Enable on Third Party: If yes, the category will be available for order on third party order websites, such as DoorDash.Auto Complete Products: If set to yes, products in the category will automatically be marked as complete and will not appear on the ticket screen.

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Manage Categories

Add and remove products, tax rates, and discounts from a category. Additionally, add a schedule to a category.
On the Web Dashboard click Menu > Categories > View category
  • To add an existing product to a category, click Add Product > select an existing product from the dropdown > Add
  • To add a new product to a category, click Create Product. Learn more about how to create a product here.
  • To add a global modifier to products in a category, click the checkbox next to the left of the product(s) > Add Global Modifier. Learn more about how to create modifiers here.
  • To delete a product from a category, click the checkbox next to the left of the product(s) > Delete Product(s)
Reorder the list of products within a category on all ordering platforms from the Point of Sale using Edit Mode. Learn how to use Edit Mode here.
Adding a tax rate to a category will automatically apply the tax rate to all products in the category.Learn how to add and remove tax rates from a category here
Determine when a category is available for ordering on all enabled ordering platforms.If no schedule is set, the category will always be available during store hours.If a schedule is set, the category will only appear on enabled platforms during its scheduled time frames.On the Web Dashboard click Menu > Categories > View category
1

Add Schedule

Scroll down to the bottom of the category’s page > Add Schedule.
2

Add Daily Schedule

Create a new schedule for each day of the week as necessary.

Available Monday from 10:30AM - 1:30PM

On the Web Dashboard click Menu > Categories > View categoryClick Actions > Archive Items

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Duplicate a Category

Duplicating a category will create duplicate products.
1

View Category

On the Web Dashboard click Menu > Categories > View category
2

Duplicate

Click Action and select Duplicate CategoryThe duplicated category will appear as “Category Name — Duplicate” on your menu.
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